Sunday, September 13, 2020

EPM Cloud - How to transfer Data from Test to Prod ?

"Export Data" functionality will get you what you need here.  Below are some steps:

Go to Application -> Overview -> Actions -> Export Data. 

From here, you can export custom slices of data from the application (you specify each set of members for each dimension). 

This will export a zip file of the data, then you simply go to production, clear the target intersections, and then go to Application -> Overview -> Actions -> Import Data. 

You can import the zipped data you exported from test in here.  Note that depending on how many intersections you exported, the zip file may contain multiple .csv files, so you want to upload the zip file instead of the individual csv files.

Some links to check out:

Export data - https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/exporting_data.html

Import data - https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/pfusa/importing_data_101.html

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